pdf version

Support National Jewish Medical and Research Center and Help Yourself with Increased Income

Program Stability

• Offering gift annuities for more than 25 years with more than 750 satisfied annuitants
• One of the largest gift annuity programs in the country with $24 million invested in over 900 annuities

Financial Benefits

• Locked-in high rates of payment up to 11.3 percent, based on age
• Guaranteed fixed income for life
• Income is partially tax free
• Offers a significant tax savings on gifts of appreciated stock
• Capital gains tax savings on gifts of appreciated stock

Current Income on an Immediate $10,000 Gift Annuity

Age     Rate*      Annual Income     Tax Deduction

60        5.7%               $570                      $3,691

70        6.5%               $650                      $4,353

75        7.1%               $710                      $4,749

80        8.0%               $800                      $5,147

90        11.3%             $1,130                   $5,859

*Rates effective July 1, 2007 and subject to change

To find out if you qualify for special rates please contact Gordon Smith at 1-800-423-8891, ext. 1049, or 303-398-1049, or email at smithg@njc.org.